Taulia
95 Third Street #284,
San Francisco, S94103, CA,
United States
San Francisco, S94103, CA,
United States
1 415-376-8280
Professional Services
Taulia Technographics
Taulia Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Taulia and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 425 Taulia employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Taulia has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2019, Drift AI Chatbot for Chatbots and Conversational AI in 2018, Zoom for Audio Video and Web Conferencing in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Taulia is running and its propensity to invest more and deepen its relationship with Oracle , Drift , LiveChat, Inc. or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Taulia revenues, which have grown to $96.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Taulia intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Taulia Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP Financial Management | n/a | 2019 | 2019 |
In 2019, Taulia implemented Oracle NetSuite ERP. Oracle NetSuite ERP was adopted as the company’s ERP Financial platform to support the finance function within Taulia’s 425 person professional services organization in the United States.
The implementation focused on core ERP Financial capabilities, configured to support general ledger, accounts payable, accounts receivable, billing, and consolidated financial reporting for professional services revenue streams. Configuration work emphasized a standardized chart of accounts, period close workflows, revenue accounting controls, and role based access to finance modules to align accounting practices with system records.
Operational scope centered on finance and accounting teams, including transactional processing, billing operations, and financial close activities. The job sourcing for the program explicitly called for working knowledge of Excel and financial accounting systems with NetSuite preferred, indicating reliance on spreadsheet skills for data import routines and day to day reconciliations while migrating processes into Oracle NetSuite ERP.
Governance and rollout included process standardization and targeted training for finance personnel to transition routine reporting and transaction workflows into the ERP Financial system. Role based controls and workflow configuration were used to codify approval paths and month end procedures, with emphasis on operational ownership by finance rather than spreadsheet dependent workstreams.
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Drift | Legacy | Drift AI Chatbot | Chatbots and Conversational AI | AI-Powered Application | n/a | 2018 | 2018 |
In 2018, Taulia deployed Drift AI Chatbot on its website. The Drift AI Chatbot implementation is a cloud-hosted conversational interface classified in the Chatbots and Conversational AI category, positioned on public web pages to handle inbound visitor interactions. The deployment focused on browser-based widget delivery and backend configuration of conversational flows, using the Drift AI Chatbot application to automate initial visitor triage, contextual messaging, and contact data capture. This implementation supports business functions including website lead qualification, customer engagement, and preliminary support triage.
Configuration work centered on designing conversation playbooks, intent routing, and data capture fields, with content ownership and conversational governance maintained by marketing and sales teams to control messaging and escalation rules. The implementation used Drift administrative controls to configure chat triggers, welcome messages, and session handoffs without disclosed integrations to backend systems. Taulia's use of Drift AI Chatbot places the company application relationship clearly, Taulia Drift AI Chatbot Chatbots and Conversational AI, supporting the corporate website as the primary conversational layer for web visitors.
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Chatbots and Conversational AI | AI-Powered Application |
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2021 | 2021 |
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Chatbots and Conversational AI | AI-Powered Application |
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2021 | 2021 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2021 | 2021 |
In 2021, Taulia implemented Zoom for Audio Video and Web Conferencing on their website. The deployment embedded Zoom to enable browser-based meeting joins and scheduled sessions directly from Taulia's public web properties and customer-facing touchpoints, providing a unified entry point for live interactions. Zoom was provisioned to support both client meetings and internal collaboration workflows.
Configuration emphasized core Zoom capabilities including real-time audio and video conferencing, screen sharing, and meeting scheduling to support synchronous customer and partner interactions. The implementation used in-browser join flows and join links surfaced on the website, aligning with typical Audio Video and Web Conferencing functional modules such as meeting orchestration and participant management. Zoom meeting controls and client-side streaming components were configured to match web delivery patterns.
Operational governance centered on centralized account administration and standardized meeting policies to control access and meeting settings across Taulia's organization. Rollout focused on site-level embedding of Zoom sessions into web pages, with administrative oversight to manage user accounts and meeting templates. Business functions impacted included customer success and sales engagement through customer-facing conferencing and internal collaboration support.
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Collaboration | Collaboration |
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2012 | 2012 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Contract Lifecycle Management | Content Management |
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2020 | 2020 |
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Digital Signing | Content Management |
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2021 | 2021 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2019 | 2019 |
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Account Based Marketing | CRM |
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2019 | 2019 |
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Account Based Marketing | CRM |
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2023 | 2023 |
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Account Based Marketing, Sales Engagement | CRM |
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2021 | 2021 |
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Customer Experience | CRM |
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2018 | 2018 |
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Data Management Platform | CRM |
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2019 | 2019 |
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Data Management Platform | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2017 | 2017 |
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Digital Advertising Platform | CRM |
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2017 | 2017 |
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Marketing Analytics | CRM |
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2015 | 2015 |
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Marketing Analytics, Lead Generation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2014 | 2014 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Incident Management | ITSM |
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2018 | 2018 |
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IT Service Management | ITSM |
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2021 | 2021 |
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SPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Incentive Compensation Management | SPM |
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2017 | 2018 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2012 | 2012 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2016 | 2016 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Web Application Firewalls (WAF) | CyberSecurity |
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2013 | 2013 |
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IT Decision Makers and Key Stakeholders at Taulia
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Taulia Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Taulia IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Taulia digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Taulia Technographics
Taulia is a Professional Services organization based in United States,
with around 425 employees and annual revenues of $96.0 million.
Taulia operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Drift AI Chatbot and Zoom,
covering areas like ERP Financial, Chatbots and Conversational AI and Audio Video and Web Conferencing.
Taulia has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Drift and Zoom Video Communications.
Taulia recently adopted applications including
6sense Account Engagement Platform in 2023, LiveChat in 2021 and TeamSupport SnapEngage in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Taulia’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Taulia’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Taulia technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.